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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $569,932 | $156,398+264.4% | $147,318+286.9% | $138,895+310.3% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 10.53% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $1,850 | $4,853-61.9% | $4,593-59.7% | $4,194-55.9% |
| Participant deferral / active EE | $8,015 | $8,237-2.7% | $7,906+1.4% | $6,396+25.3% |
| Admin fee / account holder | $2,745 | $14,976-81.7% | $13,708-80.0% | $12,562-78.1% |